“The best way to predict the future is to invent it.”- Alan Kay
Planning leads to financial peace of mind.
We integrate all facets of your life in a working strategy that we will adjust if necessary. You will never receive a one-size-fits-all plan but a plan that is truly based on your needs and requirements.
We specialise in working with individuals and companies concerning their short-term, long-term insurance, investments and overall financial planning needs.
All our financial advisors and staff have one common goal – to help you to develop a balanced financial plan, enabling you to have the necessary peace of mind for the unexpected, while building for the future.
You can’t predict the future. However, you can have a strategy to manage your risk by making sure you are prepared for eventualities like death, disability, illness and dread disease. Because the reality is that they can hit your business just as hard as you.
SHORT TERM INSURANCE
As a leading short-term insurance broker we do a comprehensive risk assessment of all your personal and commercial needs. We partner with almost thirty insurance companies to provide you with tailor-made insurance products ranging from Personal and Commercial Policies, Contractor All Risk, Aviation, Transit, Farming, Wine Cellars, Body Corporate, Hospitality, Professional Indemnity and more.
Protecting one’s dependents from loss as a result of death, disability, impairment or dreaded disease is the cornerstone of sound risk management and good financial planning. It is essential for those with families, businesses or other financial commitments, and inevitably, for final expenses including estate duty.
Long-term insurance must be a comprehensive risk management plan that consists of a suite of simple, flexible and dynamic benefits that cover all areas of risk.
You have worked hard to build and grow your business and you want to make sure your family will reap the rewards if you become disabled or die before retirement.